Accountant's Flight Plan

Former Seller Raffi Yousefian Talks About How Niching Down Transformed His CPA Firm


Listen Later

From A Big Four Firm to Entrepreneurship
In this special episode of The Accountant’s Flight Plan, Brannon sat down with Raffi Yousefian, a NY/DC-based CPA and entrepreneur, to discuss his journey to building a thriving tax practice. Raffi began his career at EY before launching his own firm in 2016, growing rapidly before making the bold decision in 2022 to niche down into three verticals. By 2023, he doubled down on his fastest-growing and most rewarding segment: restaurants. He dedicated his brand to that niche and sold off the rest with the help of Poe Group Advisors.

Timestamps:
00:37 – Intro of Raffi Yousefian his background from EY to launching his own firm and finding his niche

04:00 – Why Raffi left public accounting to become an entrepreneur

06:50 – Doing less to grow more: The power of niching

11:45 – Selling off part of a firm: Risk vs. reward

15:20 – Why focus builds deeper expertise and stronger advisory

20:00 – Benchmarks, AI adoption, and automation in accounting

27:33 – DJ life during tax season: A funny story

31:48 – Book recommendation: Crossing the Chasm by Geoffrey Moore

33:00 – Connect with Raffi via LinkedIn: https://www.linkedin.com/in/raffiyousefian/ 

...more
View all episodesView all episodes
Download on the App Store

Accountant's Flight PlanBy Brannon Poe; Poe Group Advisors

  • 4.4
  • 4.4
  • 4.4
  • 4.4
  • 4.4

4.4

9 ratings


More shows like Accountant's Flight Plan

View all
WSJ Your Money Briefing by The Wall Street Journal

WSJ Your Money Briefing

1,718 Listeners

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals by Jetpack Workflow

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

74 Listeners

The Daily by The New York Times

The Daily

112,586 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,435 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

332 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

253 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

46 Listeners

The Journal. by The Wall Street Journal & Spotify Studios

The Journal.

6,078 Listeners

My First Million by Hubspot Media

My First Million

2,641 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

27 Listeners

The Unique CPA by Randy Crabtree, CPA

The Unique CPA

23 Listeners

Acquisitions Anonymous - #1 for business buying, selling and operating by Bill D'Alessandro, Mills Snell, Heather Endresen, and Michael Girdley

Acquisitions Anonymous - #1 for business buying, selling and operating

248 Listeners

Huberman Lab by Scicomm Media

Huberman Lab

29,184 Listeners

Acquiring Minds by Will Smith

Acquiring Minds

253 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

58 Listeners